Podcast2024-11-26T17:36:36-05:00

Chuck Jaffe on the NAVigator Podcast

Chuck Jaffe joined Jane King in New York City to discuss the fifth anniversary of the weekly NAVigator Podcast, the podcast he hosts for the Active Investment Company Alliance (AICA). Jaffe talks about how the podcast has grown in popularity and helped to raise the profile of the closed-end fund industry. He says investors who listen to the podcast eventually become comfortable with closed-end funds and end up engaging with them — and when they work — stick with them. Noting he’s a journalist and “not a Wall Street guy,” Jaffe says he tries to explain closed-end funds in ways that the average person can understand.

Total of Podcasts: 293
3Nov, 2023

XA’s Perry looks at the boom in non-listed funds

Steven Perry, vice president at XA Investments, discusses the surge in activity and creation for non-listed closed-end funds, covering why money managers, including a number of prominent sponsors who have never been in the space before,...

20Oct, 2023

John Cole Scott reviews a rough quarter for closed-end funds

John Cole Scott, president of Closed-End Fund Advisors -- the chairman of the Active Investment Company Alliance -- digs into his data to give a recap of the third quarter for the closed-end fund industry, noting that municipal bond funds and REIT funds particularly took it on the chin...

13Oct, 2023

VettaFi’s Islam on the struggles/potential of ETFs buying closed-end funds

Roxanna Islam, head of sector and industry research at VettaFi, says that cautious retail investors have been looking for safety and yield and that while closed-end funds have traditionally filled that bill, investors in ETFs that buy closed-end funds have been avoiding a lot of the struggles by turning elsewhere to invest.

6Oct, 2023

Calamos’ Bush: Tough conditions for closed-end funds to stand out, excel

Robert Bush, director of closed-end products at Calamos Investments, says that with risk-free money from bank accounts and Treasury bonds at high levels -- and with leverage costs up in response to those higher rates -- investors can have a lot of choices for good income without ever considering closed-end funds.

29Sep, 2023

Farley of BlueBay Destra International Event-Driven Fund

Duncan Farley, manager of the BlueBay Destra International Event-Driven Credit Fund -- which Morningstar places at the very top of its peer group over its five-year existence -- talks about how special situations are plentiful in the current marketplace...

15Sep, 2023

Angel Oak’s McBurnette on opportunities in housing, mortgages

Colin McBurnette, senior portfolio manager at the Angel Oak Funds, says that while high-rate and high-inflationary conditions have made a lot of investors worry about the housing market, those conditions -- along with wide spreads and low housing stocks creating an imbalance in the supply-and-demand dynamic -- have created real opportunities in the space.

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